Imugene Ltd · ASX:IMU
Imugene — Shareholder Meeting (November 2020)
14 slides from Imugene's shareholder meeting presentation, Nov 24, 2020
Slide 1: Imugene AGM
For personal use only Imugene AGM 24th November 2020
Slide 2: Situation Analysis
SITUATION ANALYSIS Market Capitalisation 2015 - 2020 $528.4 Millions For personal use only $500 Share Price 2015 - 2020 14.0 $400 12.0 Market Cap. $AUD 10.0 Share Price ¢ $300 8.0 6.0 4.0 $200 2.0 $140.0 0.0 2015 2016 2017 2018 2019 2020 $100 Year $64.80 $37.80 $39.20 $18.70 $- 2015 2016 2017 2018 2
Slide 3: Acquisition of Technology
ACQUISITION OF TECHNOLOGY For personal use only Ohio State University University of Vienna City of Hope I m u g e n e L i m i t e d A G M , 2 4 th N o v e m b e r 2 0 2 0 3
Slide 4: Experienced management team with significant clinical development expertise
Experienced management team which have significant clinical development expertise For personal use only Dr Rita Laeufle Dr Nick Ede SAN DIEGO, USA MELBOURNE, AU Chief Medical Officer Chief Technology Officer • 27+ years of oncology experience • 25+ years peptide vaccine in academia and industry and
Slide 5: 2020 Year in Review
2020 YEAR IN REVIEW Successful integration of City of Hope Oncolytic Virus, CF33 For personal use only Establishment of OV SAB , chaired by Prof Yuman Fong and appointment of Professor Adusumilli & Professor Auer CF33 completes clinical grade GMP manufacturing HER-Vaxx Patent granted in the
Slide 6: CF33 OV Publications in Major Cancer Journals
CF33 OV PUBLICATIONS IN MAJOR CANCER JOURNALS INTERNATIONAL JOURNAL MDPI Cancers For personal use only NATURE of Molecular Sciences Journal OncoImmunology Cancer Gene Therapy Published: 3 October 2020 Published: 26 June 2020 Issued: April 2020 Published: 24 Feb 2020 Optimizing Oncolytic Viral Design
Slide 7: B-Cell Immunotherapy Publications in Major Cancer Journals
B-CELL IMMUNOTHERAPY PUBLICATIONS IN MAJOR CANCER JOURNALS For personal use only OncoImmunology Future Oncology Frontiers in Immunology Published: 01 Oct 2020 Published: 21 June 2020 Published: 17 June 2019 Immunogenicity and antitumor efficacy of a B-cell epitope peptide cancer vaccines: a A New St
Slide 8: Imugene Presentations at AACR
IMUGENE PRESENTATIONS AT AACR For personal use only PD1-Vaxx VAXINIA I m u g e n e L i m i t e d A G M , 2 4 th N o v e m b e r 2 0 2 0 8
Slide 9: HER-Vaxx Phase 2: Interim Analysis - Efficacy Outcome Overview
HER-Vaxx PHASE 2: INTERIM ANALYSIS Efficacy Outcome Overview For personal use only OS ITT * Endpoint (Primary) Chemo+ Treatment Chemo HER-Vaxx All Patients n=27 (at data cut off) 13 14 Events** 8 4 Hazard Ratio (HR) 0.418 2-sided 80%CI (0.186,0.942) Log-rank Test (1-sided p-value)*** .083+ *Overall
Slide 10: HER-Vaxx Phase 2: Interim Analysis - Safety Overview
HER-Vaxx PHASE 2: INTERIM ANALYSIS Safety Overview - Patients with at least one TEAE* For personal use only Chemo + HER-Vaxx Chemo alone Total at data cut off % % Grade 3 42.9% 30.8% Grade 4 0% 15.4% Grade 5 0% 7.7% *Treatment Emergent Adverse Events showed no added Toxicity to HER-Vaxx and Chemo ar
Slide 11: HER-Vaxx Phase 2: Interim Analysis
HER-Vaxx PHASE 2: INTERIM ANALYSIS Interim analysis showed statistically significant overall survival Hazard Ratio (HR) of 0.418 (80% 2- For personal use only sided CI: 0.186, 0.942); HER-Vaxx showed a reduced risk of death of 58.2% in the HER-Vaxx plus chemotherapy group as compared to chemothera
Slide 12: Multiple Near & Medium Term Value Inflection Points
MULTIPLE NEAR & MEDIUM TERM VALUE INFLECTION POINTS For personal use only PD1-Vaxx VAXINIA HER-Vaxx VAXINIA 1st Patient Dosed CHECKvacc CHECKvacc TNBC IST 1st Patient Dosed VAXINIA FDA IND Clearance PD1-Vaxx Maximum Feasible Dose Identified PD1-Vaxx 3rd cohort escalation HER-Vaxx Phase 2 Final Analy
Slide 13: Financial Summary
FINANCIAL SUMMARY Public Market Overview Share Price Performance (last 6 months) For personal use only Share Price 1 A$0.115 Market Capitalisation 2 A$528.4M Cash equivalents (30 Sep 20) A$26.6M Enterprise Value A$501.8M Top 5 Shareholders (as at November 2020) Richard Mann and Assoc. 5.66% Paul Hop
Slide 14: Leslie Chong, Managing Director & CEO
For personal use only Leslie Chong Managing Director & CEO leslie.chong@imugene.com +61 458 040 433